In this highly evolving and moveable world, we’ve seen recently several issues related to record retention involving tax agents who have moved to other software providers, moved from desktop to cloud, or sold their practices but then needed access to the data. Instances where tax agents needed access to the data included one accountants who had accepted the client after …
What to look for in a dodgy “fly by night” outsourcing provider
Like everyone else, despite the fact we’re an outsourcing provider, our email inboxes are frequently filled with outsourcing providers offering their services. There are some great checklists online, but like virus and phishing spam, there are some quick “eye ball” checks you can do on an email arriving from a purported outsourcing provider. Here are our top 10 things you …
